Michelle SnyderCRD Number: 5321308
Current Firm: Lincoln Financial Securities Corporation
Michelle Snyder (CRD# 5321308) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Arlington, TX and has over 10 years of experience in the finance industry. Michelle Snyder has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Khp Capital LLC
Wells Fargo Advisors Financial Network, LLC
Summit Financial Group Inc.
|Lincoln Financial Securities Corporation||Arlington, TX||Jul 2016 - Current||1|
|First Command Advisory Services||Fort Worth, TX||Dec 2015 - Jun 2016||< 1|
|First Command Financial Planning, Inc.||Fort Worth, TX||Apr 2007 - Jun 2016||9|
|First Command Financial Services||Fort Worth, TX||Apr 2007 - Jun 2016||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2007|
|S65||NASAA Investment Advisors Law Examination||Jun 2007|
Total Assets Under Management2,112MILLIONS
Total Number of Accounts10,823ACCOUNTS
Average Account Value$195,168
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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